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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,268 | $56,431-34.0% | $130,788-71.5% | $87,485-57.4% |
| Participation rate | 96.4% | 58.9%+37.5pp | 70.1%+26.3pp | 68.9%+27.5pp |
| Annual return | 16.01% | 91.27%-75.3pp | 386.44%-370.4pp | 26.06%-10.0pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,535 | $2,749+101.3% | $4,137+33.8% | $4,274+29.5% |
| Admin fee / account holder | $8,505 | $4,433+91.9% | $6,673+27.5% | $7,775+9.4% |